Try Sage Intelligence now*

To access Sage Intelligence select the “Sage Intelligence” tab in Sage 300cloud web screen.

*Currently available at no additional cost

Transform your data into meaningful intelligence with the powerful analysis and reporting of Sage 300cloud.

Sage Intelligence is a financial reporting tool within Sage 300cloud offering ready-to-use online reports that can also be viewed in Microsoft® Excel®. You have the option to easily customise the ready-to-use financial reports or create new reports specific to your business requirements.

  • Gain Control – Enjoy the freedom of customising your financial reports to suit your business needs.
  • Save time – You only need to customise reports once.
  • Take action – Use specific information to make smart business decisions and act on them.


  • Ready-to-use financial reports (Income Statements, Balance Sheets, Trial Balance reports)
  • Interactive in-product guide and videos to get you started.
  • “Create Financial Report” lets you create a custom report from scratch.
  • “Quick Create a Financial Report” lets you quickly create a new report using predefined rows and columns.
  • Copy and edit, allows you to easily customise the ready-to-use reports to suit your company needs.
  • Ability to download online reports to Excel retaining your online formatting.
  • Import and Export functionality allows you to share report layouts with other Sage 300cloud users.
  • Data load automatically loads your data for the current and prior year, but you can easily change this as required
  • The debit and credit feature gives you an accurate representation of your Balance Sheet.
  • Software currently available in English and French.

Please Note: If you use Sage 300cloud web screens but have not configured them to use HTTPS, the first time you open Intelligence Reporting from web screens, a warning message informs you that your connection is not private. You can safely disregard this message and proceed to Sage Intelligence.

Learn how Sage Intelligence Reporting integrates with Microsoft Power BI to help you work faster!

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